How To: Running the Adjustment/Transfer History Inquiry (03-14)

Overview

This selection is used to view a history of Inventory Adjustments and Transfers.

You can view the information on the screen or open it directly in Excel.

Special Notes

  • You can view the inquiry without entering any search criteria (just click the Refresh button).
  • You can sort a column by clicking on the Column Heading.
  • You can move a column by clicking on the Column Heading and dragging to the desired location.

Step-by-Step

Click image to enlarge.
NOTE: You can run the inquiry without entering any search criteria. Simply click the Refresh button.

  1. From the ‘Store’ drop-down menu, select the store where the adjustment/transfer occurred. You can include all stores by leaving this field set to ‘All.

  1. From the ‘Trans Code’ drop-menu, select an adjustment transaction code to narrow the results by. You can include all transaction codes by leaving this field set to ‘All.

  1. In the ‘From and To’ fields, enter the date range for the adjustment/transfer or select it from the calendar. Leave the field blank to begin the inquiry with the first date on file.

  1. To filter by a specific document number, enter the document number the adjustment/transfer belongs to in the ‘Doc#’ field.

  1. From the ‘Brand’ drop-down menu, select the product’s brand to narrow the results by. You can include all brands by leaving this field set to ‘All.’

  1. From the ‘Dept’ drop-down menu, select the product’s department to narrow the results by. You can include all departments by leaving this field set to ‘All.’

  1. From the ‘Prod Type’ drop-down menu, select the product’s product type to narrow the results by. You can include all product types by leaving this field set to ‘All.’

  1. To inquire on a specific item, enter the item number in the ‘Item#’ field.

  1. Enter additional keywords in the ‘Key Word’ field to help narrow the results further. For example, you may enter the Employee # of the employee who entered or updated the adjustment, or the terminal # the adjustment was made on.

  1. Specify the type of adjustment/transfer history to include in the results. Click the ‘Adjustments’ radio button to only include inventory adjustments. Click the ‘Transfers’ button to only include inventory transfers. Click the ‘Both’ radio to display both adjustment and transfer results.

  1. Click ‘Refresh’ to load results matching the entered criteria appear.

Click image to enlarge.

  1. Click the ‘Export’ button to open the report directly in Excel (optional).
    NOTE: You must have a Miscellaneous folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) or a folder named “tyler” in the root directory of your C drive (“C:\tyler”) in order for the report to open correctly in Excel.
Tags: